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• Recent Topics

• DUPLICATING WORKFLOWS IN CREATOR

  Hi all, I want to duplicate and slightly amend 3 workflows in Creator so that I don't have to keep typing in all the rules and properties each time. I can see lots of videos on CRM with the 3 dots at the top of the workflow, but nothing like that in Creator.

• Add SKU to query options in `items` API endpoint

  It would be very useful to be able to pull items by SKU in the API as this is a commonly used unique ID that tends to be consistent across systems.

• Estimates and invoices being sent from company-wide address, rather than individual

  In our organization, team members send estimates and invoices through Zoho Books by using the "Send Email" function. However, for certain users, the system defaults to sending estimates and invoices from a shared organizational email address (e.g., company@example.com)

• Need profit margins for books in estimates & invoice

  https://help.zoho.com/portal/en/community/topic/show-my-cost-or-profit-while-creating-estimate

• Item Level Notifications

  I need to create a custom workflow based on the creation of an estimate that has a SKU/Item name that matches certain criteria. I can have it generated based on a total amount, but not at the item level. Is this possible?

• Cannot categorize a bank deposit to an income sub-account

  When I go to categorize a bank deposit, I am not able to see any income sub-accounts. If I set up an income account without a parent, then I am able to categorize a transaction into that account, but as soon as I make it a child account, it disappears

• ZV Extension passkey changes in v5.7.0

  Has there any changes to the how passkeys are managed in ZV - Chrome extensions v5.7.0? Namely, if the passkeys were already implemented/enforced as 2FA on a certain webpage, but ZV does not track them yet. Would that be the issue for my use case?

• What's New in Zoho Billing - August 2025

  Hello everyone, We are excited to share the latest updates and enhancements made to Zoho Billing in August 2025 to improve your overall billing management experience. Keep reading to learn more. Notify Customers About Subscriptions via WhatsApp Business

• Why are tasks not showing in Zoho Calendar?

  Hi there, I updated the Zoho calendar preferences for Task records to show on the calendar together with Meetings and Calls - see attached screenshot. Despite of that, Task records still won't show on the calendar. Is there a specific reason why this

• Zoho Payroll: Product Updates - July 2025

  Over the past month, we've focused on making Zoho Payroll more flexible, compliant, and easier to use—whether you're processing complex payouts, ensuring accurate calculations, or meeting local tax regulations. Here's what's new: One-Time Payments and

• Discussion for “sub product”, “sub item” or “child products”

  Hello everyone, In some CRM systems, there is the ability to associate products in a hierarchical manner within a quote. For example: Product A: Gold Plan Product B: Setup Product C: Connector Product D: Silver Plan Product B: Setup Product C: Connector

• Retrieve Accidental Deleted User

  Is there a way to undelete a user who accidentally deleted themselves?

• Request for Support - CRM Integration Issues

  I’m reaching out to request assistance with the following items: 1. Zoho Forms Integration with Zoho CRM We are currently using Zoho Forms to send the Global Credit Application form to our customers. The intended workflow is for the form submissions to

• Knowledge Base Module

  How to enable the knowledge base module in zoho crm account. I saw this module in one crm account but unable to find it other zoho crm account. can anyone know about this?

• Zoho sign changed Indexing of signing_order

  Because I missed this Announcement (is there even one?): when you work with the indexes of actions > signing_order. Previous those started with 0 now starts with 1. Changed somewhere between 15.07 and 23.07

• How to Invoice Based on Timesheet Hours Logged on a Zoho FSM Work Order

  Hi everyone, We’re working on optimizing our invoicing process in Zoho FSM, and we’ve run into a bit of a roadblock. Here’s our goal: We want to invoice based on the actual number of hours logged by our technicians on a job, specifically using the timesheets

• Zoho CRM Community Digest - June 2025 | Part 2

  Welcome back to the Zoho CRM Community Digest! We’re wrapping up June with more fresh updates, smart discussions, and clever workarounds shared by the community. Product Updates: Struggling to keep track of scattered customer interactions? Zoho CRM's

• Allow Variable Insertion in Prebuilt "Update Record" Action in Schedules

  Hi Zoho Creator Team, Hope you're doing well. We’d like to submit a feature request based on our experience using Zoho Creator schedules to manage workflows integrated with Zoho Desk. We currently have an app where Zoho Desk tickets create records in

• Rich Text Field Editor in Form Builder is Too Small and Not Resizable

  Hello, I am experiencing a significant usability issue with the rich text field in the Zoho Forms builder. The editor window for this field is fixed-size and extremely small. It does not adapt to the screen size, which makes it very difficult to manage

• Publicar Formulário

  Obs. Não consigo publicar meus formulários, pesquisei alguns artigos, mas me deixou perdido, fala de campo sensível, não consigo entender o que significa. Segue Imagem do problema. Todo formulário que faço sempre termina assim sem o botão de publicar..

• Anyone else unable to login to ZMA this weekend?

  Hey Is anyone else unable to log into Zoho Marketing Automation at all this weekend? I've been trying on multiple devices - despot and mobile - and multiple browser. I've reset browsing data, gone incognito. Nothing - since Friday I've been unable to

• Custom Action for Subform row

  Dears, As for now, we only have 2 actions for each subform row: Edit and Delete. I would suggest to have custom action here, instead of create a button with Fx field within the subform. For example, I would create Duplicate button, which duplicates the

• Urgent: Unable to Receive OTP Email for Portal User Registration in Zoho Creator

  I paid to enable the Portal User feature on 2/25, and followed the official instructions (Youtube video: Customer Portals | Zoho Creator) to set up the Portal User using my Gmail account. However, I am not receiving the OTP email and am unable to successfully

• Display multiple fields in lookup dropdown

  I have a module called Technicians and a related module called submissions that registers technicians for different assignments. The lookup in Submissions to Technicians is the Technician ID (auto generated unique number). How do I display in the dropdown

• Integrate with Power BI

  Hi, How to connect Zoho CRM dashboards & reports with POWER BI ?

• No "Import Users" option in Zoho FSM

  I recently noticed that there is no option to import Users into Zoho FSM, and this has become a serious challenge for us. When migrating data, especially technicians or other user profiles, we often have hundreds of users to bring into the system. Currently,

• Finding "like" projects

  Hi Everyone! My team is running into several duplicating deals. I've been trying to get them all to name things the same way ex. State is 2 letters not spelled out. Things like that. What I am wondering if there is anything I can do as the superadmin

• Não consigo localizar o Botão de Publicar Formulário no meu app

  Depois que finalizar meus formulários, não consigo localizar o botão de publicar para concluir meu aplicativo

• DATEV-Export Erfahrungen?

  Wir würden gern den DATEV-Export in Books nutzen, jedoch ist dieser nicht wirklich nutzbar. Gibt es positive Erfahrungen von Alternativ-Lösungen?

• Kaizen #191: Implementing "Login with Zoho" using Python SDK

  Welcome back to another week of Kaizen!! This week, we are diving into how to implement secure user authentication using Login with Zoho and integrate it with Zoho CRM through our Python SDK. To ground this in a real-world scenario, we will look at how

• Custom modules not showing in developer console

  I'm trying to create a custom summing function for a custom module I made in my CRM. When I go to create the function, my module isnt showing up. Do I need to share the custom moldule with my developer console or something of the like?

• Following retainer invoice for partial payment of a sales order

  HI, We issue sales orders when a client buy a product from us. We also issue multiple retainer invoices for partial payment (2 to 4 depending of the client). Team wants to follow payment of these retainer invoices for this Sales Order. If they are paid

• Zoho CommunitySpacesとzoho CRM連携について

  お世話になっております。 いつもご質問に丁寧に回答いただき大変助かっております。 今、当団体ではZoho CommunitySpacesを利用しており、利用ユーザ一覧をzoho CRMに自動登録（連携）したいと考えております。 そもそも可能なのか、もしあれば具体的な手順や方法はあるのかをご教授いただきたいです。 上記がないのなら、ユーザ一覧のエクスポート方法（メールアドレスと姓を含む）でもよいです。 お手数となりますが、お願いいたします。

• Zoho Wiki or new Zoho Learn

  We are currently evaluating if we should move off confluence. At present in Confluence we have multiple levels within our documentation but with learn it looks like you can only have Space       - Manual             - Chapter Is it possible to have levels below Chapter? Also the same question for the existing wiki, can I have more sub-levels?

• Sales without an invoice

  Sales without an invoice is not included on the “payments received” report. Also, sales without an invoice is not listed in the transactions under the customer’s profile, also making it easy to do a double entry. Is there a way for me to see my sales

• Zoho Sign API - Create a document from template.

  1. I would like to create a document from a template and send the document to the customer for signing. Is this possible using the Zoho Sign API? If so, please share the api reference link. 2. Is there sand box for Zoho Sign to test the APIs without using

• Zoho Sign embedded iframe

  Hello, we are looking for any of these options: a) some iframe that we can paste into our website for every signer, for onpage signing document. b) or get direct link for signers from Zoho sign API which we can redirect manually. Is any of these options

• Goods in transit

  When creating a purchase order in Zoho Books, how can I properly reflect the inventory as "Goods in Transit" until it reaches its final destination?

• how to coming soon, holding site, or "under construction"

  Hi! I was wandering if was possible to create a website with the simple sign of "Under construction or coming soon" while i work on the site. if possible, how? Cheers

• Announcing Agentic AI - Ask Zia!

  We are delighted to roll out the new agentic AI capabilities in Ask Zia, where every stage of the BI workflow is assisted by AI. With a human-in-the-loop approach, Ask Zia ensures that you’re in command of the decision, while AI handles the complexity.

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